See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $383,357 | $185,822+106.3% | $169,993+125.5% | $139,434+174.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.68% | 60.50%-41.8pp | 53.37%-34.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $6,574 | $7,590-13.4% | $6,785-3.1% | $4,751+38.4% |
| Participant deferral / active EE | $21,040 | $11,622+81.0% | $10,408+102.2% | $6,710+213.6% |
| Admin fee / account holder | $1,052 | $15,381-93.2% | $12,815-91.8% | $11,403-90.8% |